NetLessor - Set Up Invoice & Items
All invoices for lease transactions need to be tagged to the corresponding lease in NetLessor. The invoice record can be updated to tag the lease at either the line level or the invoice level.
STEP BY STEP PROCESS
- Navigate to the Invoice Form by accessing Customization > Forms > Transaction Forms
- Select Edit next to the existing customized and preferred invoice you need to edit
NOTE: If you are using a locked Invoice record, you can select “Customize” next to the invoice, provide it a preferred name and id, and mark it as preferred
- OPTION A: Add a single Lease field to the body of the Invoice (when there are NOT instances of a single invoice covering multiple leases)
- Select Screen Fields, within the Main tab, scroll down to NetLessor Lease, and mark the box in the Show column
USER TIP: You will likely want to rename and reorder the location of the NetLessor Lease field on the invoice record so that the Invoice Form has a clean layout and fields are placed in a logical location on the form
- Select Screen Fields, within the Main tab, scroll down to NetLessor Lease, and mark the box in the Show column
- OPTION B: Add a Lease field to each Sublist Field of the Invoice (when there are MULTIPLE leases that are invoiced with a single Invoice)
- Select Sublist Fields subtab, scroll down to NetLease Lease (Line), and mark the box in the Show column
USER TIP: You will likely want to rename and reorder the column location of the NetLessor Lease (Line) field on the Invoice record so that the table has a clean layout and fields are placed in a logical location
- Select Sublist Fields subtab, scroll down to NetLease Lease (Line), and mark the box in the Show column
- Select Save to update form for changes